Taurus Asset Management, LLC Q4 2022 vs. Q1 2023: A Deep Dive into Their 13F Holdings

Taurus Asset Management, LLC recently released its 13F filings for Q4 2022 and Q1 2023. These filings provide a glimpse into the fund's activity, including the stocks it buys and sells. In this article, we'll take a closer look at Taurus Asset Management's holdings and see how they changed between Q4 2022 and Q1 2023.

Before we jump into the data, it's worth taking a moment to understand what a 13F filing is and why it's important. A 13F is a quarterly report required by the Securities and Exchange Commission of institutional investment managers with over $100 million in assets under management. The report includes a list of all the stocks, bonds, and other securities the manager bought or sold during the quarter. It's a great way to get an inside look at what some of the biggest investors are doing with their money.

Now, let's take a closer look at Taurus Asset Management's Q4 2022 vs. Q1 2023 13F holdings comparison. In Q4 2022, Microsoft Corp (MSFT) was the largest holding for the fund, with 210,021 shares worth $50,367,000. Apple Inc (AAPL) was a close second, with 362,140 shares worth $47,052,000. The other top holdings for the fund were Danaher Corporation (DHR), JPMorgan Chase & Co (JPM), and Thermo Fisher Scientific Inc (TMO).

Fast forward to Q1 2023, and we see some significant changes in Taurus Asset Management's holdings. Microsoft Corp (MSFT) is still the largest holding, but the fund reduced its position to 195,199 shares worth $56,275,000. Apple Inc (AAPL), on the other hand, saw a bigger reduction in shares, with the fund holding 337,333 shares worth $55,626,000. Other top holdings include Danaher Corporation (DHR), JPMorgan Chase & Co (JPM), and Nike Inc (NKE).

It's interesting to see how Taurus Asset Management's holdings changed between Q4 2022 and Q1 2023. The fund reduced its position in some of its top holdings while increasing its position in others. For example, the fund increased its position in Visa Inc (V) from 132,403 shares worth $27,508,000 to 130,047 shares worth $29,320,000. It's also worth noting that the fund completely sold out of some of its holdings, such as Linde PLC (LIN) and ViewRay Inc (VRAY).

Overall, Taurus Asset Management's Q4 2022 vs. Q1 2023 13F holdings comparison provides valuable insight into how the fund is managing its portfolio. As with any investment manager, it's important to keep an eye on their activity to see what they're buying and selling. While we don't know their exact reasoning for these changes, it's clear that Taurus Asset Management is continually evaluating and adjusting their holdings to maximize returns for their investors.